Woodbury Financial Services, Inc

Investment Advisor
in Maumelle, AR

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About this Advisor

Bill Spalding is a financial advisor who works out of Maumelle, Arkansas, with a total of 27 years in the industry. Spalding works at Woodbury Financial Services, Inc. They have spent their complete time as a financial advisor at Woodbury Financial Services, Inc. Spalding maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arkansas. Woodbury Financial Services, Inc is an advisory business headquartered in Maumelle, Arkansas. The company has offices in 834 locations and a total of 2,257 employees. It handles $12 billion in assets under management among its 58,629 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 139 charities and foundations. Of its 58,629 customer accounts, 16% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Woodbury Financial Services, Inc performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees largely depend on the type of services provided. However, fee types charged by Woodbury Financial Services, Inc most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

Maumelle, AR

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management


AR Average: $5,289,111,388
Total Number of Employees


AR Average: 157
Total Number of Accounts


AR Average: 8,262
Average Account Size


AR Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bill Spalding Work History

Bill has 27 years of experience.

1993 - Present (28 years)

Fortis Investors, Inc


Bill Spalding has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Brett Brennan
Independence, MO
Donald Stonebarger
Kansas City, MO
Matthew Baker
Highland, IN
Andre Jean-Pierre
Cresskill, NJ
Eric Wilke
Oshkosh, WI
Kiley Demery
Minneapolis, MN
Cory Jobe
Tulsa, OK
Brandon Valentine
Phoenix, AZ

This content was compiled from the SEC and FINRA.

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